How to customize your project settings
Introduction
Customizing the settings of your project allows you to tailor the project to your team's needs, update its information, and adjust its visibility.
Steps
Step 1: Access Your Project
Access the Projects application.
Find and open the project you wish to customize.
Step 2: Access Project Settings
Click on the three dots (⋮) at the top right next to the project name.
Step 3: Modify the Project
In the dropdown menu, select Edit Project.
Step 4: Adjust Project Settings
Project Name: Change it if necessary.
Description: Update the project description.
Visibility: Switch from Public to Private.
Icon and/or Color: Change the project's color or icon.
Step 5: Save Changes
After making changes, click Save Changes.
Simplified Steps
Open the project in the Projects application.
Click on the three dots (⋮) next to the project name.
Select Edit Project.
Adjust the settings as needed.
Click on Save Changes.
Tips
Regular Updates: Update the project information as necessary.
Inform Team Members: Keep your team informed of significant changes.
FAQ
Q1: Can I change the moderator of a project?
Yes, in the Manage members section, assign the moderator role to another member.
Q2: Will changing the visibility affect current members?
Switching from Private to Public makes the project accessible to all members of the workspace; switching to Private restricts access to only added members.
Q3: Can I customize the columns in the Kanban view?
Yes, you can change the names of the columns and add new ones in the project settings under Customize columns.